January 7, 2026 09:00 PM GMT Hardware Technology | Asia Pacific Datacenter Market Insights, Part 2 – ODM Direct 3Q ODM shipments declined 4% q/q but value grew 2% q/q, as both general and AI servers continued to grow. GB200 shipments will continue in 4Q, joined by GB300, and we now expect CY25/26 GB racks to reach ~27.3k/70k+. Global ODM direct server shipments were 1.83mn in 3Q25 (-4% q/q, +37% y/y): This made up 43.5% of global server shipments of 4.2mn units (flat q/q, +14% y/y), down from 45.4% in 2Q25. ...